Retirement plan

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP PROFIT SHARING PLAN

Name: RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP - RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP PROFIT SHARING PLAN (2017) Form 5500
Creator: RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP PROFIT SHARING PLAN, RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLPEIN 22-1521296Plan #001PY 2017

ONE SPEEDWELL AVENUE - MORRISTOWN, NJ 079621981973-538-0800riker.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#003Retirement-$16.1M assets #002Retirement-$13.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$108.6M

+18.0% from 2016

Total participants

245

-2.8% from 2016

Average account balance

$443,176

+21.4% from 2016

Annual return

17.41%

+7.35 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$155.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$728K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

213

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$447

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PORTFOLIO EVALUATIONS, INC.2 years Service code 27 · EIN 22-3189064	Advisory (Plan)	$33,221
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099	Accounting	$22,007
WITMAN STADTMAUER, PA1 year Filed as: WITMAN STADTMAUER, P.A. Service code 29 · EIN 22-2987170	Legal	$5,071
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$3,687

Plan features & details

Pension benefit codes2E2F2G2J2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$63K

$365 / participant

Other / not subdivided$63K100.0%

% of EOY assets

0.058%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHN REZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$443,176

$80,753+448.8%

$136,298+225.2%

$62,293+611.4%

Participation rate

100.0%

73.5%+26.5pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.41%

35.83%-18.4pp

5156.27%-5138.9pp

28.90%-11.5pp

Employer contribution / active EE

$11,027

$2,884+282.4%

$4,696+134.8%

$2,042+439.9%

Participant deferral / active EE

$6,885

$5,164+33.3%

$6,247+10.2%

$3,169+117.3%

Admin fee / account holder

$256

$525-51.3%

$9,244-97.2%

$479-46.6%

Provider

Service type

Compensation

PORTFOLIO EVALUATIONS, INC.2 years

Service code 27 · EIN 22-3189064

Advisory (Plan)

$33,221

COHN REZNICK LLP1 year

Service code 10 · EIN 22-1478099

Accounting

$22,007

WITMAN STADTMAUER, PA1 year

Filed as: WITMAN STADTMAUER, P.A.

Service code 29 · EIN 22-2987170

Legal

$5,071

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$3,687

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion